How to Know If a Financial Advisor Is Actually Qualified

Not all financial advisors are created equal. In fact, many of the credentials people list after their name take less than a month to earn—and some don’t require any real experience at all.

In this episode of The Angie.CPA Show, financial planner Angie Grainger, CPA/PFS, CFP®, breaks down what the letters after someone’s name actually mean, how to spot the difference between surface-level advice and real expertise, and how to choose an advisor who can oversee your entire financial picture.

If your money is getting more complex—or you're facing a big life change—this episode will help you make smarter, more confident decisions about who you trust to help guide you.

Download the free Quick Guide to Financial Advisor Credentials

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For personalized support, schedule a consult with Angie at ⁠angie.cpa⁠

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